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Self-paced
Sharpen your for business system analyst knowledge with sales quotation automation course
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Sales Quotation Process optimization Course for Business System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation process optimization course for business system analyst
Our quick-start learning program provides the basics of business process automation and describes how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Sales Quotation workflow building using the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Sales Quotation Process optimization Course for Business System Analyst to enable them to rapidly learn how to change regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their work
Why was this program made?
The Sales Quotation Process optimization Course for Business System Analyst is made to help you in getting no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s efficiency.
What does studying involve?
The training comprises three main stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation docs pre-filled with Salesforce data
- Set up conditional routing between Salesforce contacts and internal and external recipients
- Create new or update existing Salesforce records based on data entered into a doc
- Trigger Salesforce actions based on actionable data in documents
- Save documents to Salesforce attachments or external storage services
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Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
You'll find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a specific training course contact us.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. The sooner you register, the more time you have to prepare.